Financial Advisor

Job Role: Financial Advisor

Location: Wolverhampton

Salary: £45,000 - £50,000 + discretionary bonus

We are working with a well-established, boutique financial planning firm based just outside of Wolverhampton, looking to appoint a Servicing Advisor to join their team.

This is an excellent opportunity for an adviser who enjoys working closely with existing clients, providing ongoing advice, and building long-term relationships rather than focusing heavily on new business generation.

You will work closely with an established client bank, delivering high-quality financial advice and ensuring clients receive an excellent ongoing service. The role is focused on maintaining and strengthening relationships while helping clients stay on track with their financial goals.

Key responsibilities include:

• Providing ongoing financial advice and reviews to existing clients
• Maintaining strong, long-term client relationships
• Working closely with the paraplanning and administration team to deliver a seamless client experience
• Ensuring advice remains compliant and aligned with regulatory requirements
• Identifying opportunities to add further value to client relationships

The Ideal Candidate:

• Level 4 Diploma qualified
• Experience providing holistic financial advice
• Strong relationship management and communication skills
• A client-first mindset with excellent attention to detail
• Ability to work collaboratively within a supportive team environment

Benefits:

• Workplace Pension
• Private healthcare and medical insurance after successful completion of the probation period
• 25 days holiday plus bank holidays
• Early finish on Fridays
• A supportive and friendly team culture
• Regular team socials

You'll be joining a firm that values collaboration, client care, and long-term relationships. With strong internal support and a positive team environment, this is a great opportunity for an adviser who wants to focus on delivering high-quality advice without the pressure of constant new business generation.

If you're interested in learning more, please get in touch for a confidential discussion.